Beese Fulmer Investment Management, Inc. Purchases in Q2 2025

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
6.14K
+ 4.57%
$354.56 - $497.45 $2.18M - $3.06M
141K $69.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
114K
+ 4219.15%
$82.96 - $110.1 $9.47M - $12.6M
117K $12.9M
IVE
Ishares S&P 500 Value ETF

ETFs
63.9K
New
$168.34 - $195.42 $10.8M - $12.5M
63.9K $12.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
85K
New
$99.97 - $129.69 $8.5M - $11M
85K $8.85M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
56K
New
$90.56 - $109.49 $5.07M - $6.13M
56K $6.12M
AMZN
Amazon Com Inc

Consumer Cyclical
2.71K
+ 1.52%
$167.32 - $223.3 $453K - $604K
181K $39.6M
META
Meta Platforms, Inc.

Communication Services
35
+ 0.1%
$484.66 - $738.09 $17K - $25.8K
35.1K $25.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
85.5K
New
$51.16 - $62.02 $4.37M - $5.3M
85.5K $5.3M
ETN
Eaton Corp PLC

Industrials
4.04K
+ 9.21%
$246.52 - $356.99 $997K - $1.44M
47.9K $17.1M
JPM
Jpmorgan Chase & CO

Financial Services
2.73K
+ 2.98%
$210.28 - $289.91 $574K - $791K
94.1K $27.3M
KLAC
Kla Corp

Technology
342
+ 2.0%
$576.53 - $902.94 $197K - $309K
17.5K $15.6M
GOOGL
Alphabet Inc.

Communication Services
2.39K
+ 1.59%
$144.7 - $178.6 $345K - $426K
152K $26.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
19.6K
+ 655.73%
$152.93 - $181.74 $3M - $3.57M
22.6K $4.11M
DIS
Walt Disney CO

Communication Services
2.15K
+ 1.66%
$81.72 - $124.01 $176K - $266K
131K $16.3M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
135K
New
$25.04 - $25.18 $3.38M - $3.4M
135K $3.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
66.3K
New
$50.1 - $51.02 $3.32M - $3.38M
66.3K $3.38M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
142K
New
N/A
142K $3.38M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
137K
New
$23.96 - $24.27 $3.29M - $3.33M
137K $3.33M
IEFA
Ishares Tr

ETFs
39.4K
New
$67.83 - $84.09 $2.67M - $3.31M
39.4K $3.29M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
128K
New
$24.94 - $25.42 $3.2M - $3.26M
128K $3.26M
PM
Philip Morris International Inc.

Consumer Defensive
250
+ 0.22%
$149.23 - $184.95 $37.3K - $46.2K
112K $20.5M
RTX
Raytheon Technologies Corp

Industrials
1.1K
+ 0.63%
$113.75 - $148.48 $125K - $164K
176K $25.7M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
96.9K
New
$22.7 - $23.33 $2.2M - $2.26M
96.9K $2.26M
NVDA
Nvidia Corp

Technology
670
+ 2.17%
$94.31 - $157.99 $63.2K - $106K
31.6K $4.99M
COST
Costco Wholesale Corp

Consumer Defensive
123
+ 0.41%
$908.13 - $1056.85 $112K - $130K
30.5K $30.2M
CAT
Caterpillar Inc

Industrials
850
+ 5.25%
$273.94 - $388.21 $233K - $330K
17.1K $6.62M
SYK
Stryker Corp

Healthcare
696
+ 1.63%
$337.37 - $395.63 $235K - $275K
43.4K $17.2M
TT
Trane Technologies PLC

Industrials
573
+ 6.07%
$315.21 - $437.41 $181K - $251K
10K $4.38M
DE
Deere & CO

Industrials
1.61K
+ 19.1%
$412.99 - $531.48 $665K - $856K
10K $5.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
412
+ 0.43%
$151.62 - $183.47 $62.5K - $75.6K
96.8K $17.8M
GE
General Electric CO

Industrials
806
+ 5.25%
$166.81 - $257.39 $134K - $207K
16.1K $4.16M
EW
Edwards Lifesciences Corp

Healthcare
3.65K
+ 2.66%
$67.07 - $78.22 $245K - $286K
141K $11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.91K
New
$114.78 - $133.31 $908K - $1.06M
7.91K $1.06M
CMI
Cummins Inc

Industrials
1.28K
+ 3.0%
$267.12 - $336.65 $342K - $431K
43.9K $14.4M
ROK
Rockwell Automation, Inc

Industrials
164
+ 1.26%
$218.97 - $332.17 $35.9K - $54.5K
13.2K $4.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.5K
+ 7.81%
$77.94 - $79.5 $896K - $914K
159K $12.6M
CRM
Salesforce, Inc.

Technology
2.59K
+ 4.03%
$236.26 - $291.15 $611K - $753K
66.7K $18.2M
PFE
Pfizer Inc

Healthcare
41.4K
+ 70.03%
$21.59 - $24.84 $893K - $1.03M
100K $2.43M
AXP
American Express CO

Financial Services
597
+ 4.09%
$231.39 - $318.98 $138K - $190K
15.2K $4.85M
VIG
Vanguard Dividend Appreciation

ETFs
4.71K
+ 37.31%
N/A
17.3K $3.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
607
+ 7.94%
$496.48 - $617.85 $301K - $375K
8.25K $5.1M
IBM
International Business Machines Corp

Technology
1.11K
+ 10.84%
$221.03 - $294.78 $246K - $328K
11.4K $3.35M
HON
Honeywell International Inc

Industrials
3.23K
+ 187.18%
$182.86 - $232.88 $590K - $752K
4.95K $1.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 0.25%
$321.63 - $509.31 $3.86K - $6.11K
4.86K $2.47M
LLY
Eli Lilly & CO

Healthcare
1.1K
+ 51.14%
$713.71 - $898.95 $784K - $988K
3.25K $2.53M
VO
Vanguard Mid Cap ETF

ETFs
2.5K
New
$228.54 - $279.83 $571K - $699K
2.5K $699K
ADBE
Adobe Inc.

Technology
1.62K
+ 7.43%
$340.0 - $420.68 $550K - $680K
23.4K $9.05M
ABT
Abbott Laboratories

Healthcare
2.61K
+ 2.57%
$123.95 - $138.08 $323K - $360K
104K $14.1M
IBDV
Ishares Tr

Technology
28.1K
New
$21.28 - $21.98 $599K - $619K
28.1K $618K
Activity Summary
Buys All Purchases 187 New Holdings 39 Increased Positions 148 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beese Fulmer Investment Management, Inc. Portfolio

Follow Beese Fulmer Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email